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WhatsApp & Messaging

How to set up WhatsApp templates in HelloGrowthCRM

Create, submit, and manage Meta-approved WhatsApp templates. Includes personalization, media, buttons, and category guidance.

10 min readUpdated 12 Jun 2026
intermediate
Rushabh ShahRushabh Shah

What this guide helps you do

Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.

Need a broader overview first?

Go back to the WhatsApp & Messaging section to browse more guides, compare related tasks, and choose a better starting point.

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WhatsApp templates are pre-approved messages you send to opted-in contacts outside the 24-hour conversation window.

How to use this guide

Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.

What you'll need

  • •WhatsApp Business API connected
  • •Pro tier or above
  • •Clear template purpose: marketing, utility, or authentication
  • •10 minutes per template
  1. 1

    Open WhatsApp → Templates

    WhatsApp → Templates → +Create template.

  2. 2

    Pick category

    Marketing (promo, opt-in), Utility (transactional), Authentication (OTPs only). Wrong category = rejection.

  3. 3

    Set name and language

    Lowercase underscores, no spaces. Pick language matching body.

  4. 4

    Add header (optional)

    Text, image, video, document, location.

  5. 5

    Write body

    Up to 1024 chars. Variables {{1}}, {{2}}.

  6. 6

    Add footer (optional)

    Up to 60 chars. Often Reply STOP to opt out.

  7. 7

    Add buttons (optional)

    Up to 3 buttons: Quick reply or Call to action (URL/phone). Boosts conversion 2-3x.

  8. 8

    Submit for approval

    Click Submit. Meta usually approves <60s.

  9. 9

    Test with sample data

    Approved → Test send → enter test number and variables.

  10. 10

    Use in journeys, broadcasts, manual sends

    Approved templates show in journeys, broadcasts, per-lead WhatsApp.

Frequently asked questions

How many templates?▾

Meta limit 6,000 per WABA.

Do approved templates expire?▾

No, but Meta can pause low-quality templates.

Can I edit approved template?▾

Edits require resubmission. Better to v2 + deprecate.

Multilingual?▾

Yes — one template per language. Auto-pick by preferred_language.

Cost per category?▾

Marketing ~₹0.88, Utility ~₹0.30, Auth ~₹0.30.

Templates carry attachments dynamically?▾

Header URL can be variable — different attachment per recipient.

Related articles

See it in product

/features/whatsapp-crm/integrations/whatsapp

Try it yourself

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Still need help?

If this article does not match your account setup, rollout stage, or edge case, review more guides in WhatsApp & Messaging or contact our team for direct help.

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Rushabh Shah
Rushabh Shah· Co-Founder, HelloGrowthCRM

Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.

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